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Upturn AI SWOT - About
Vanguard Russell 2000 Index Fund ETF Shares (VTWO)
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Upturn Advisory Summary
07/09/2025: VTWO (3-star) is a STRONG-BUY. BUY since 39 days. Profits (7.51%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 17.12% | Avg. Invested days 64 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/09/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.18 | 52 Weeks Range 69.17 - 98.18 | Updated Date 06/30/2025 |
52 Weeks Range 69.17 - 98.18 | Updated Date 06/30/2025 |
Upturn AI SWOT
Vanguard Russell 2000 Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Russell 2000 Index Fund ETF (VTWO) seeks to track the investment results of the Russell 2000 Index, a benchmark for small-cap U.S. equities. It offers broad exposure to the small-cap segment, focusing on companies with relatively small market capitalizations. Its investment strategy is passive, aiming to mirror the index's performance.
Reputation and Reliability
Vanguard is a well-regarded and reliable investment management company known for its low-cost investment products and long-term focus.
Management Expertise
Vanguard has extensive experience managing index funds and ETFs, leveraging a large and experienced team of portfolio managers.
Investment Objective
Goal
To track the investment results of the Russell 2000 Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy designed to track the performance of the Russell 2000 Index.
Composition The ETF primarily holds stocks of small-cap companies included in the Russell 2000 Index.
Market Position
Market Share: VTWO holds a significant market share within the small-cap ETF segment.
Total Net Assets (AUM): 12110000000
Competitors
Key Competitors
- IWM
- IUSC
- XSMO
Competitive Landscape
The small-cap ETF market is competitive, with IWM being the most dominant player, and with other ETFs and index funds vying for market share. VTWO offers a low-cost option from a reputable provider, attracting cost-conscious investors. VTWOu2019s advantage lies in its low expense ratio, while IWM has greater liquidity and trading volume.
Financial Performance
Historical Performance: Historical performance varies based on market conditions and tracking error relative to the Russell 2000 Index.
Benchmark Comparison: The ETF aims to closely track the Russell 2000 Index, with deviations primarily due to expense ratios and sampling techniques.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
VTWO demonstrates strong liquidity due to its robust average trading volume.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting good liquidity and ease of trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small-cap stocks influence VTWO's performance.
Growth Trajectory
VTWO's growth is tied to the performance of the Russell 2000 Index and investor demand for small-cap exposure. The ETF maintains its passive index-tracking strategy.
Moat and Competitive Advantages
Competitive Edge
VTWOu2019s primary competitive advantage is its low expense ratio offered by Vanguard, a trusted provider of index funds. It provides exposure to the Russell 2000 index, a widely recognized benchmark for small-cap stocks. This combination attracts cost-conscious investors seeking broad small-cap market exposure. The fund's established track record and Vanguard's reputation contribute to its attractiveness. This competitive edge allows VTWO to maintain a strong position within the small-cap ETF landscape.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, making VTWO more susceptible to market fluctuations.
Market Risk
VTWO is exposed to market risk associated with small-cap equities, including economic downturns and sector-specific challenges.
Investor Profile
Ideal Investor Profile
Investors seeking broad exposure to the U.S. small-cap equity market and those looking for a low-cost index fund.
Market Risk
VTWO is suitable for long-term investors, buy-and-hold investors, and those seeking passive index exposure.
Summary
VTWO is a low-cost ETF designed to track the Russell 2000 Index, offering broad exposure to U.S. small-cap equities. Vanguard's low expense ratio and well-established reputation make it an appealing choice for cost-conscious investors. The ETF is suitable for long-term investors seeking to capture the potential growth of the small-cap segment. While small-cap stocks carry higher volatility, VTWO provides a diversified and passively managed approach to accessing this asset class. Its performance is closely tied to the Russell 2000 Index, making it a transparent and predictable investment option.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard Official Website
- Russell 2000 Index Fact Sheet
- ETF.com
- Morningstar
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not investment advice. Market conditions and individual circumstances may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vanguard Russell 2000 Index Fund ETF Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund advisor employs an indexing investment approach designed to track the performance of the Russell 2000® Index. The index is designed to measure the performance of small-capitalization stocks in the United States. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.